operations
Posted 1 weeks agoDeal Operations Analyst
at Postman
San Francisco, United StatesOn-site
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Responsibilities
- Create Quotes and Order Forms for sales deals
- Review Quote approval requests and approve qualified Quotes
- Address escalation for exception handling regarding booking requests
- Coordinate with internal teams to facilitate the order process, achieve joint goals, and solve problems related to order processing.
Requirements
- Accurately enter deal information into Salesforce
- Process Salesforce transaction data review for post close audits
- Experience with Quote to Cash in Salesforce CPQ Tool required •
- Experience with Ironclad preferred, or another CLM like Conga, etc. •
- Experience with back-office operations as well as strong knowledge of order processing •
- Experience with cross functional collaboration with Finance and Legal for the deal making process
- Ability to learn internal business technology, applications, and solutions quickly
- Strong working knowledge in Salesforce, Microsoft Excel, Google Suite
- Strong sense of accountability
Benefits
- P.S: We highly recommend reading The "API-First World" graphic novel to understand the bigger picture and our vision at Postman. The Opportunity
- The reasonably estimated base salary for this role ranges from $85,000 - $140,000, plus a competitive equity package.
- Actual compensation is based on the candidate's skills, qualifications, and experience. What Else?
- In addition to Postman's pay-on-performance philosophy, and a flexible schedule working with a fun, collaborative team, Postman offers a comprehensive set of benefits, including full medical coverage, flexible PTO, wellness reimbursement, and a monthly lunch stipend.
- Our frequent and fascinating team-building events will keep you connected, while our donation-matching program can support the causes you care about.
- In our work, we focus on specific goals that add up to a larger vision.